WAM
ZTR

Wealthspire Advisors (Maryland)’s Virtus Total Return Fund ZTR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-828
Closed -$10K – 1859
2016
Q3 		$10K Hold
828
– – ﹤0.01% 1255
2016
Q2 		$10K Sell
828
-426
-34% -$5.15K ﹤0.01% 1206
2016
Q1 		$15K Buy
1,254
+8
+0.6% +$96 ﹤0.01% 1083
2015
Q4 		$15K Buy
+1,246
New +$15K ﹤0.01% 1079